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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY1+ years Service code 21 · EIN 13-3689044 | Bank Trustee | $136,711 |
ACUFF & ASSOCIATES, INC.1+ years Filed as: ACUFF & ASSOCIATES Service code 11 · EIN 62-1477251 | Actuarial | $31,800 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | -1.72% | 4.17%-5.9pp | 5.00%-6.7pp | 4.16%-5.9pp |
| Employer contribution / active EE | $37,529 | $39,228-4.3% | $35,918+4.5% | $42,918-12.6% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |